Over the years, our founder and president Jeff McTague has witnessed the performance failure of most firm's recommended fund lists, as well as those fund recommendations of the financial press.
felt the main cause of these failings was the fund selection's over dependence on past performance, and our research proves that even successful long-term past performance fails to predict future success more than 50% of the time.
sees flaws in the typical theoretical rationale for buy and hold investing and are promoting a more active management approach, one that better serves the needs of AFS subscribers and their clients.
- James F. Mohar, Managing Director, J.F. Mohar Investments, Cary NC commenting on the continuing education offerings of our president Jeff McTague.
After hearing numerous complaints, noted fund expert Jeff McTague
began teaching his
own CE classes in 1988, using an engaging approach to deliver concise, insightful information to his
Mixing an animated delivery style with pertinent graphics and crystal-clear examples, Jeff
has created a fresh approach to CE classes, one that has led to strong word-of-mouth recommendations from professionals at top firms like Wells Fargo Advisors, Raymond James and UBS
"In terms of making a positive impact on my business, Jeff McTague's
philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant."